LMBS icon

First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS

Overview Fund Activity

268 hedge funds and large institutions have $2.66B invested in First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF in 2019 Q4 according to their latest regulatory filings, with 64 funds opening new positions, 127 increasing their positions, 53 reducing their positions, and 21 closing their positions.

Holders
268
Holders Change
+37
Holders Change %
+16.02%
% of All Funds
5.29%
Holding in Top 10
23
Holding in Top 10 Change
+8
Holding in Top 10 Change %
+53.33%
% of All Funds
0.45%
New
64
Increased
127
Reduced
53
Closed
21
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Morgan Stanley
1
Morgan Stanley
New York
$555M
2
Bank of America
2
Bank of America
North Carolina
$233M
3
IWA
3
Inspirion Wealth Advisors
Illinois
$25.3M
4
Wells Fargo
4
Wells Fargo
California
$267M
5
Truist Financial
5
Truist Financial
North Carolina
$19.7M

Top Sellers

1
UBS Group
1
UBS Group
Switzerland
$155M
2
Jane Street
2
Jane Street
New York
$35.8M
3
TCM
3
TD Capital Management
Tennessee
$17.6M
4
AFA
4
American Financial Advisors
Georgia
$25.8M
5
KCM
5
Karp Capital Management
California
$3.82M
Name Market Value Shares Shares
Change 		Shares
Change %
CWM
76
Cranbrook Wealth Management
Michigan
$3.81M 73,547 +9,675 +15%
HR
77
Hayden Royal
North Carolina
$3.72M 71,182 +71,182 New
FAAS
78
First Allied Advisory Services
California
$3.64M 70,411 +5,423 +8%
SCM
79
Smith Capital Management
Arkansas
$3.44M 66,371 +49,731 +299%
FHC
80
First Heartland Consultants
Missouri
$3.4M 65,613 +6,933 +12%
CP
81
Camelot Portfolios
Ohio
$3.39M 65,495 -1,738 -3%
SBL
82
Sargent Bickham Lagudis
Colorado
$3.39M 65,409 +30,974 +90%
EIA
83
Eldridge Investment Advisors
New Hampshire
$3.31M 63,826 +17,693 +38%
NA
84
NewEdge Advisors
Louisiana
$3.28M 63,366 -17,928 -22%
RIS
85
Retirement Income Solutions
Michigan
$3.23M 62,362 -14,927 -19%
EWM
86
EPG Wealth Management
Georgia
$3.21M 61,923 +61,923 New
BWM
87
BerganKDV Wealth Management
Minnesota
$3.18M 61,355 +6,265 +11%
GWM
88
Geneos Wealth Management
Colorado
$3.09M 59,662 +8,594 +17%
Bank of New York Mellon
89
Bank of New York Mellon
New York
$3.01M 58,050 +2,141 +4%
FFN
90
Focus Financial Network
Minnesota
$2.98M 57,600 -12,990 -18%
FHB
91
First Hawaiian Bank
Hawaii
$2.98M 57,565 +19,808 +52%
MA
92
Mutual Advisors
Nebraska
$2.93M 56,520 +40,465 +252%
GM
93
GeoWealth Management
Illinois
$2.87M 55,423 +55,423 New
AW
94
ACG Wealth
Georgia
$2.81M 54,307 -3,432 -6%
CPIG
95
Chicago Partners Investment Group
Illinois
$2.73M 52,634 +2,804 +6%
ACP
96
Aviance Capital Partners
Florida
$2.69M 51,909 +10,862 +26%
FA
97
Faithward Advisors
Pennsylvania
$2.68M 51,816 -39,629 -43%
CRCM
98
Corbett Road Capital Management
Virginia
$2.63M 50,845 +50,845 New
WI
99
Wintrust Investments
Illinois
$2.55M 49,312 -2,283 -4%
FIM
100
Freedom Investment Management
Connecticut
$2.5M 48,200 -4,452 -8%
2 3
4
5 6